+12.2%
HRMY vs VOO
+145.8%
-133.6%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | +0.3% |
| 7D | -1.7% | -0.8% | -1.0% | -1.1% |
| 30D | +4.4% | -1.1% | +5.5% | +5.3% |
| 3M | +18.0% | +3.9% | +14.1% | +14.1% |
| 6M | +44.2% | +13.6% | +30.6% | +28.9% |
| YTD | +11.0% | +12.7% | -1.8% | -0.1% |
| 1Y | +24.2% | +17.6% | +6.7% | +7.7% |
| 3Y | +9.1% | +77.3% | -68.2% | -34.5% |
| 5Y | +14.5% | +84.1% | -69.6% | -32.5% |
| All | +12.2% | +145.8% | -133.6% | -52.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling